Financial Advocates Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Financial Advocates Investment Management’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,398	Closed	-$564K	–	486
2019 Q4	$564K	Buy	9,398 +4	+0%	+$230	0.06%	293
2019 Q3	$521K	Buy	9,394 +8	+0.1%	+$442	0.06%	280
2019 Q2	$513K	Sell	9,386 -54	-0.6%	-$2.9K	0.06%	286
2019 Q1	$498K	Buy	9,440 +1,116	+13%	+$56.6K	0.06%	272
2018 Q4	$387K	Sell	8,324 -792	-9%	-$39.2K	0.05%	287
2018 Q3	$487K	Hold	9,116	–	–	0.05%	289
2018 Q2	$462K	Buy	9,116 +740	+9%	+$37.1K	0.06%	275
2018 Q1	$409K	Buy	8,376 +202	+2%	+$10.2K	0.05%	289
2017 Q4	$402K	Buy	+8,174	New	+$392K	0.05%	292

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Financial Advocates Investment Management's DSI Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2020, closing a stake of 9,398 shares — an estimated $564K sold.

Financial Advocates Investment Management first reported a position in DSI in Q4 2017 and held it in 9 quarters. The position peaked at $564K in Q4 2019. 294 funds tracked by Wall St. Rank hold DSI as of Q1 2020.

Financial Advocates Investment Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2020 after selling out during the quarter.
Financial Advocates Investment Management sold 9,398 iShares MSCI KLD 400 Social ETF shares in Q1 2020, an estimated $564K.
Financial Advocates Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2017 and held it in 9 quarters.
Financial Advocates Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $564K in Q4 2019.
294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.